Tax Manager

The Role

As our Tax Manager, you’re being hired primarily for your planning mind, not your production speed. You’ll sit in on client meetings alongside the advisory team and join internal strategy sessions where we dig into creative tax planning and complexities for each client. Your tax expertise directly shapes the advice our clients receive. Return preparation rounds out the role and keeps you close to the details that make planning effective — but it’s secondary to the planning work itself.

This Role sits at the center of strategy — leading tax planning and contributing tax perspective to client planning conversations.

Systems — building the infrastructure that lets our tax function scale without losing quality.

Execution — preparing and managing filings with precision, in support of the plan.

What You’ll Do

• Strategy & Client Collaboration (primary focus)
• Lead and contribute tax planning strategy for each client, ahead of and alongside the advisory team
• Sit in on client meetings as part of the advisory team
• Partner with advisors in internal strategy sessions to build a tax plan for each client
• Support direct client-facing tax communication and delivery
• Tax Execution & Preparation (supporting the plan)
• Prepare individual and business tax returns for UHNW clients (1040s, S-corps, trusts, LLCs)
• Manage tax filing and extension workflows with accuracy and timeliness throughout the year
• Ensure compliance with federal and state tax regulations

Qualifications

• CPA license required
• 3–7+ years of tax preparation or public accounting experience
• Strong knowledge of federal and state tax laws
• Experience Tax planning and strategy for individuals and closely-held businesses — not just compliance prep
• Experience with high-net-worth or ultra-high-net-worth clients preferred
• Comfort working directly with clients in a meeting setting, not just behind the scenes
• Strong organizational and systems-thinking ability
• Detail-oriented with high standards for accuracy
• Technical-forward mindset (automation, workflow tools, efficiency improvement)
• Strong communication and collaboration skills
• Self-starter who thrives with autonomy and ownership

What Makes This Role Different

• A consistent 40–45 hour week, year-round — no busy-season burnout
• A deliberately curated client base — a fraction of the volume a typical tax manager carries, even as we grow
• A role built around tax planning first — return prep supports the plan, it isn’t the job
• A real voice in client strategy meetings, not a back-office function
• Fully integrated with the wealth advisory team — no silos
• Significant autonomy in how you manage your workflow and approach
• Opportunities beyond compliance — consulting work, CE presentations to peers, and business consulting as the firm grows
• Opportunity to build and shape internal tax infrastructure as the practice grows
• Team-based culture with regular team events, built on EOS and our core values: Client First, Teamwork, Urgency, Execution, Communication, Problem Solving, and Accountability

Compensation & Benefits

• Competitive base salary (based on experience)
• Performance-based bonus tied to execution quality and operational contribution
• Health insurance
• Retail plan